Ameriprise Financial Inc
AMP- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0000820027
In the last 90 days, Ameriprise Financial Inc insiders filed 0 open-market purchases and 5 sales; 1,396 institutions reported holding it in 13F filings for Q2 2026, worth $35.9B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Ameriprise Financial Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,369
- 0 vs. Q4 2024
- Shares held
- 83.1M
- +1.55M (+1.9%) vs. Q4 2024
- Total value
- $40.2B
- −$3.21B (−7.4%) vs. Q4 2024
- New holders
- 112
- 494 more added
- Sold out
- 112
- 485 more reduced
23 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AMP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,396 | $35.9B |
| Q1 2026 | 1,394 | $34.9B |
| Q4 2025 | 1,426 | $39.2B |
| Q3 2025 | 1,363 | $39.0B |
| Q2 2025 | 1,363 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,392 | $44.2B |
| Q3 2024 | 1,267 | $38.8B |
| Q2 2024 | 1,250 | $35.8B |
| Q1 2024 | 1,243 | $36.8B |
| Q4 2023 | 1,163 | $32.0B |
| Q3 2023 | 1,087 | $28.1B |
| Q2 2023 | 1,079 | $28.6B |
| Q1 2023 | 1,039 | $26.7B |
| Q4 2022 | 1,028 | $27.4B |
| Q3 2022 | 942 | $22.3B |
| Q2 2022 | 956 | $21.3B |
| Q1 2022 | 997 | $27.5B |
| Q4 2021 | 987 | $27.7B |
| Q3 2021 | 927 | $24.6B |
| Q2 2021 | 892 | $23.6B |
| Q1 2021 | 885 | $22.3B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Security National Bank | 191 | $92.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 197 | $95.4K | 0.03% | −14−6.6% | Reduced |
| Central Pacific Bank - Trust Division | 200 | $96.8K | 0.01% | −523−72.3% | Reduced |
| Kimelman & Baird, LLC | 200 | $96.8K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 205 | $99.2K | 0.02% | 00.0% | Unchanged |
| Motco | 205 | $99.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 212 | $102.6K | 0.02% | +69+48.3% | Added |
| Hopwood Financial Services, Inc. | 215 | $104.1K | 0.08% | +50+30.3% | Added |
| 1620 Investment Advisors, Inc. | 220 | $106.5K | 0.08% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 234 | $113.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 245 | $118.6K | 0.03% | −2−0.8% | Reduced |
| Wayfinding Financial, LLC | 249 | $120.0K | 0.05% | +249 | New |
| Coston, McIsaac & Partners | 252 | $121.0K | 0.04% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 250 | $121.0K | 0.00% | +250 | New |
| Hamilton Capital Partners Inc. | 251 | $121.5K | 0.01% | −7−2.7% | Reduced |
| Heritage Wealth Advisors | 254 | $123.0K | 0.01% | −3−1.2% | Reduced |
| Kiker Wealth Management, LLC | 256 | $123.9K | 0.08% | +256 | New |
| Kozak & Associates, Inc. | 263 | $124.7K | 0.03% | +1+0.4% | Added |
| Allianz SE | 260 | $125.9K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 261 | $126.4K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $126.4K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 261 | $126.4K | 0.01% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 262 | $126.8K | 0.02% | +262 | New |
| Sentry Investment Management LLC | 296 | $127.0K | 0.09% | −88−22.9% | Reduced |
| New Age Alpha Advisors, LLC | 264 | $127.8K | 0.01% | −7,574−96.6% | Reduced |
| Anchor Investment Management, LLC | 270 | $130.7K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 276 | $133.6K | 0.01% | −108−28.1% | Reduced |
| Centaurus Financial, Inc. | 276 | $134.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 279 | $135.1K | 0.09% | +6+2.2% | Added |
| Field & Main Bank | 280 | $135.5K | 0.05% | −25−8.2% | Reduced |
| Capital A Wealth Management, LLC | 284 | $137.5K | 0.14% | +1+0.4% | Added |
| Transce3nd, LLC | 285 | $138.0K | 0.06% | −76−21.1% | Reduced |
| Westpac Banking Corp | 290 | $140.4K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 290 | $140.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 265 | $141.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 294 | $142.3K | 0.01% | +224+320.0% | Added |
| Ostrum Asset Management | 303 | $146.7K | 0.01% | −9−2.9% | Reduced |
| Webster Bank, N. A. | 307 | $148.6K | 0.02% | −52−14.5% | Reduced |
| North Star Investment Management Corp. | 307 | $148.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 338 | $163.4K | 0.06% | +1+0.3% | Added |
| United Community Bank | 359 | $173.8K | 0.06% | +18+5.3% | Added |
| North Capital, Inc. | 360 | $174.3K | 0.16% | +360 | New |
| Creative Financial Designs Inc | 364 | $176.2K | 0.01% | +2+0.6% | Added |
| Bank of Jackson Hole Trust | 330 | $177.3K | 0.11% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 389 | $188.3K | 0.01% | −315−44.7% | Reduced |
| Riverview Trust Co | 390 | $188.8K | 0.19% | −2−0.5% | Reduced |
| State of Wyoming | 398 | $192.7K | 0.03% | +27+7.3% | Added |
| USA Financial Portformulas Corp | 399 | $193.2K | 0.03% | +63+18.8% | Added |
| Harbor Investment Advisory, LLC | 412 | $199.5K | 0.02% | 00.0% | Unchanged |
| Weaver Consulting Group | 415 | $200.9K | 0.06% | −24−5.5% | Reduced |
| Delta Financial Group, Inc. | 395 | $201.0K | 0.05% | +395 | New |
| Lansing Street Advisors | 416 | $201.4K | 0.07% | +416 | New |
| Semus Wealth Partners LLC | 418 | $202.3K | 0.14% | +418 | New |
| Silvia McColl Wealth Management, LLC | 418 | $202.4K | 0.15% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 390 | $202.7K | 0.11% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 420 | $203.3K | 0.06% | −128−23.4% | Reduced |
| Macroview Investment Management LLC | 423 | $204.8K | 0.19% | +3+0.7% | Added |
| Tortoise Investment Management, LLC | 423 | $204.9K | 0.02% | −52−10.9% | Reduced |
| Walleye Capital LLC | 424 | $205.3K | 0.00% | −77−15.4% | Reduced |
| Geneos Wealth Management Inc. | 424 | $205.3K | 0.01% | +76+21.8% | Added |
| GHP Investment Advisors, Inc. | 424 | $205.3K | 0.01% | +3+0.7% | Added |
| AssuredPartners Investment Advisors, LLC | 428 | $207.1K | 0.04% | +428 | New |
| Independent Family Office, LLC | 428 | $207.2K | 0.11% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 429 | $207.7K | 0.24% | +429 | New |
| Rappaport Reiches Capital Management, LLC | 431 | $208.7K | 0.05% | +431 | New |
| Aureus Asset Management, LLC | 432 | $209.1K | 0.01% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 432 | $209.2K | 0.01% | +276+176.9% | Added |
| Pictet & Cie (Europe) SA | 433 | $209.6K | 0.01% | +433 | New |
| Hanson & Doremus Investment Management | 433 | $210.0K | 0.03% | 00.0% | Unchanged |
| Marathon Capital Management | 435 | $210.6K | 0.06% | −5−1.1% | Reduced |
| Tiemann Investment Advisors, LLC | 436 | $211.1K | 0.10% | −20−4.4% | Reduced |
| one8zero8, LLC | 436 | $211.1K | 0.05% | −3−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 437 | $211.6K | 0.01% | −43−9.0% | Reduced |
| Kaufman Rossin Wealth, LLC | 437 | $211.6K | 0.15% | +437 | New |
| Moors & Cabot, Inc. | 438 | $212.0K | 0.01% | −12−2.7% | Reduced |
| Fisher Asset Management, LLC | 440 | $213.2K | 0.00% | +38+9.5% | Added |
| Plancorp, LLC | 441 | $213.5K | 0.01% | +20+4.8% | Added |
| CVA Family Office, LLC | 442 | $214.0K | 0.03% | +7+1.6% | Added |
| Legacy Financial Advisors, Inc. | 442 | $214.1K | 0.04% | −9−2.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 443 | $214.5K | 0.04% | −17−3.7% | Reduced |
| Avidian Wealth Solutions, LLC | 446 | $215.7K | 0.01% | +3+0.7% | Added |
| Abacus Planning Group, Inc. | 448 | $216.9K | 0.04% | +3+0.7% | Added |
| West Oak Capital, LLC | 450 | $217.8K | 0.08% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 450 | $217.9K | 0.07% | 00.0% | Unchanged |
| Rockland Trust Co | 452 | $218.8K | 0.01% | −437−49.2% | Reduced |
| Nwam LLC | 453 | $219.3K | 0.02% | −25−5.2% | Reduced |
| Quotient Wealth Partners, LLC | 454 | $219.8K | 0.01% | +7+1.6% | Added |
| Family Firm, Inc. | 457 | $221.0K | 0.05% | +2+0.4% | Added |
| Washington Trust Advisors, Inc. | 457 | $221.2K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 457 | $221.2K | 0.00% | −8−1.7% | Reduced |
| Charter Trust Co | 457 | $221.2K | 0.01% | +8+1.8% | Added |
| Savvy Advisors, Inc. | 457 | $221.4K | 0.02% | +42+10.1% | Added |
| Crews Bank & Trust | 458 | $221.7K | 0.04% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 464 | $224.6K | 0.01% | −80−14.7% | Reduced |
| Horan Securities, Inc. | 469 | $227.0K | 0.09% | 00.0% | Unchanged |
| Alpha Family Trust | 470 | $227.5K | 0.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 470 | $227.6K | 0.01% | +33+7.6% | Added |
| Mutual Advisors, LLC | 489 | $228.0K | 0.01% | −48−8.9% | Reduced |
| Old National Bancorp | 471 | $228.0K | 0.01% | +1+0.2% | Added |
| Petrus Trust Company, LTA | 471 | $228.0K | 0.02% | −1,459−75.6% | Reduced |